Dynamic Planner, the digital risk profiling and asset allocation investment service, has announced the launch of three major new integrations with leading industry providers.
Read more ...AFH boosts funds 68% and increases profits
- Tuesday, 28 May 2019
- Articles

National IFA firm AFH has boosted funds under management by 68%, according to its latest half-year results.
Read more ...UK wealth manager seals US strategic partnership
- Tuesday, 28 May 2019
- Articles

UK-based wealth manager Kingswood has revealed it has acquired an interest in Manhattan Harbor Capital Inc.
Read more ...Demand for financial advice ‘is not being met’ , says study
- Tuesday, 28 May 2019
- Articles

Research for IFA network Openwork has revealed growing untapped demand for financial advice.
Read more ...Survey predicts 7% drop in IFAs and wealth managers
- Tuesday, 28 May 2019
- Articles

New research has predicted a 7% fall in the number of IFAs and wealth managers by 2022, despite rising demand for financial advice.
Read more ...Election and new Referendum on cards as PM quits
- Friday, 24 May 2019
- Articles

Industry experts believe that the resignation of Prime Minister Theresa May today makes a General Election and a new EU Referendum more likely.
Read more ...Old Mutual Limited suspends CEO after losing confidence
- Friday, 24 May 2019
- Articles

Multi-national, South African-owned financial provider Old Mutual Limited (OML) has suspended its chief executive Peter Moyo.
Read more ...6m Britons would pay for cheaper financial advice
- Friday, 24 May 2019
- Articles

Nearly 6 million people would be willing to pay for financial advice if it cost less, new consumer research has suggested.
Read more ...Women expect £100k smaller pension fund than men
- Friday, 24 May 2019
- Articles

Analysis of government data by a Financial Planner and wealth manager has revealed that women expect to have a pension pot of £168,000 when they retire, almost £100,000 less than men.
Read more ...Govt launches probe into FCA's handling of failed £236m firm
- Thursday, 23 May 2019
- Articles

The government has today officially launched a probe into the circumstances surrounding the collapse of £236m mini-bond firm London Capital & Finance.
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